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How do I add a discount, travel or a tip to an invoice?

Add a discount, a travel charge or a tip to an invoice or appointment.

Here's how to add a discount, a travel charge or a tip to an invoice.

While you create the invoice

On the Select services step, fill in Discount, Travel or Tip at the top, above the services. With Autopopulate on, they're filled in from the appointments.


On an invoice you've already made

  1. Open the invoice.

  2. Scroll to Total.

  3. Tap Travel fee or Tip, and enter the amount. Or tap Discount to add one of your discounts or a one-off discount. See How do I add a discount to an invoice?

You can also add a Surcharge there. See How do I add a surcharge?


On an appointment

On the appointment screen, under Total, tap Travel fee, Tip or Discount. They're charged on each visit, and carried onto the invoice the appointment creates. See How do I add a discount to an appointment?


How they're worked out

  • A discount is taken off the services and surcharges, and can't be more than them. Travel, tax and tips are still charged.

  • Travel and tips are added on top.

  • Service tax applies to services and surcharges, before any discount. It isn't charged on travel or tips.

  • Enter 0 to remove travel or a tip. To remove a discount, swipe left on its row and tap the delete button.
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